Repeating Jobs are work that has a repeating schedule such as preventative maintenance.

When you create a Repeating Job it automatically schedules appointments into workers’ calendars giving you better visibility to forecast work.

If the customer agreement changes, you can edit the duration and frequency of the job and these changes are automatically updated in your workers’ calendars.

 

To create a Repeating Job

There are 4 sections to be filled in:

  • Customer
  • Labour & Material
  • Checklist
  • Schedule

 

  1. Click  next to  on the Side Menu, then click   .



  2. Click  in the top right-hand corner

     

    Customer

    1. To search for the Customer, click inside the search bar and start typing their name. Or you can click in the search bar and press the space bar once to bring up a list of existing customers.
    2. Click on the Customer name

     

    1. Once the customer is selected, click 

    Tip: If the customer is new, click inside the search bar, then push the space bar once and select thebutton. Learn how to add new customers here


    Labour and Materials

     

     

     

    1. Click  and search for the appropriate labour rate
    2. After choosing the labour rate, click  and type in the number of hours it will take, then click  . The labour will now be added to the job.
    3. Complete the previous 2 steps for all labour rates you need to apply to the job
    4. To add Materials, click  and search for the required material
    5. After choosing the material you need, click  and type in the required quantity for this material, then click  . The Material will now be added to the job,
    6. Complete the previous 2 steps for all materials required for the job.
    7. Click on  to move on to the next tab.

    Tip:  Find existing labour rates and materials by starting to type the Labour rate or Material or tapping the space bar to bring up a list of existing Labour rates and Materials

     

    Checklist

     

     

    1. Click  and search for any checklists required for this job. Multiple checklists can be added to each job if required.
    2. Click  to move to the next tab

    Tip: Most jobs will require a checklist of some sort to be completed. Usually, these checklists will cover Work Health and Safety WH&S) requirements. Learn how to create checklists here {LINK: Creating Checklists}


    Schedule

     

  1. Click  under Job Details to name the job, and to input the number of hours the job will take to complete.
  2. Click  and use the drop down box to choose the priority level of the job. Now we can look at the next section, Recurring Job Details
  3. Under the Recurring Job Details heading, Use the drop down box under  to select a preventative Maintenance Contract to link this repeating job to. Otherwise, you can leave it as ‘No PM Contract’.
  4. Click the drop down boxes under  and  to set how often you would like the jobs to be scheduled
  5. Click the drop down under  to choose the next appointment that will be scheduled. As you are currently creating the repeating job, this will be the date of the first job first job.
  6. Repeat this step for  to set the date of the last job
  7. Under Auto Schedule, you can choose to assign this repeating job to the same worker at the same time for every job that is scheduled
  8. Click  and use the drop down box to select the worker this will be scheduled for
  9. Click  to select the start time this job will be booked in for
  10. Click  and the repeating job is now complete.

 

Tip: Unlike regular jobs, repeating jobs have 2 different areas on their schedule, which helps Telstra Trades Assist automate the scheduling process

Tip: Recurring Job Details contains all the data that determines how often Telstra Trades Assist will need to schedule the job, so it is important to make sure this field is filled out correctly.

Tip: You can create your own Preventative Maintenance contracts in Telstra Trades Assist. Learn how to create Preventative Maintenance Contracts here  {LINK: Contracts and Repeat Jobs, Create a Contract}

Tip: You can control how far in advance repeating jobs will be created and scheduled under your My Business profile. Learn more about how to edit the timeframes for repeating jobs here 

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